We’ve married operating and sector expertise with first-class capital markets execution

We believe that until now, earlier stage mortgage and insurance companies have lacked access to sophisticated financial advisory expertise from people who understand their businesses.

Sector Focus & Expertise

It’s hard to sell a business that you don’t fully understand. The Mortgage and Insurance industries are highly esoteric. Clients shouldn’t have to spend time educating their bankers on how their industries work. Our sector knowledge enables us to better position your business with the right investors.

Industry Relationships

We go to market with a highly targeted list of prospective investors. By focusing on just two verticals, we have deep relationships with a wide swath of strategic and private equity investors focused on your industry. Past experience working for reinsurance and insurance companies as well as private equity firms give us credibility with those investors.

Boutique Approach

Using a boutique financial advisor ensures you get the attention of the most senior bankers at the firm. Every client is of the utmost important to us and are treated as such.

Services Offered

Capital Raising

  • Private Placements of Equity and Debt securities targeting QIB and
  • Accredited Investors
  • Leveraged Recapitalization transactions
  • Restructuring to free up excess regulatory capital

Mergers & Acquisitions

  • Buyside and Sell side engagements
  • Negotiation and structuring of transactions to optimize value for our clients
  • Significant experience working with complex regulatory capital and risk transfer transactions

Fairness Opinions

  • Buyside and Sell side fairness opinions for M&A transactions
  • Valuation opinions of existing corporate assets

Please see Weild & Co.’s Regulation Best Interest, Form CRS Disclosure Here. Securities transactions effected through Weild & Co., member FINRA | SIPC

Capital Raising + M&A Team

We are subject matter experts in the Mortgage and Specialty Insurance industries

Steven Palmer

Steve founded Draycott Place Consulting in 2018 to assist companies to take advantage of growth opportunities and manage risk. Prior to launching Draycott Place, he was the CEO of Entitle Direct Group, Inc., the holding company of EnTitle Insurance Company, a nationally licensed Title Insurance Company for four years. Steve was responsible for setting strategy, and all aspects of the company’s operations including interfacing with the company’s clients, rating agencies, and regulators. He led the company to a sale to Radian Group (RDN:NYSE) in 2018.

Prior to leading Entitle Direct, Steve headed up the private equity group at PartnerRe Ltd, a global reinsurance company with $8 billion of total capital. While at PartnerRe, Steve originated, negotiated, structured, and monitored a portfolio of direct and fund investments. Steve also assisted PartnerRe’s executive team make strategic acquisitions of (re)insurance companies. Prior to joining PartnerRe, Steve spent three years working at an insurance focused private equity firm called CCP Equity Partners.

Prior to attending business school in 2000, Steve spent four years as an investment banker in Canada and the United Kingdom with RBC Capital Markets and UBS Securities.

Steve has an MBA from the Tuck School at Dartmouth College, and a BBA from Wilfrid Laurier University and is Chartered Financial Analyst. Steve maintains the Series 7, 63, and 79 FINRA Registrations through Weild & Co. Weild’s platform strategy is to enable its registered professionals to provide a broader spectrum of corporate finance services.

In addition to being a father of two young(er) children, he also volunteers with Hire Heroes USA, which provides job search assistance to US military veterans and their spouses and helps companies connect with opportunities to hire them.

Please see Weild & Co.’s Regulation Best Interest, Form CRS Disclosure Here. Securities transactions effected through Weild & Co., member FINRA | SIPC